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Non-Tech : Kirk's Market Thoughts
COHR 143.04+3.5%12:01 PM EST
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Jerome
To: Jerome who wrote (1411)6/13/2014 9:42:38 AM
From: Kirk ©1 Recommendation   of 26542
 
I have yet to read the CC transcript.... I wanted to read what analysts said then listen/read the CC to hear /read what was said with that in mind....
Other considerations..... with a price under 20 the PE gets close to 10, and the PB gets to under 2...I've been through this with other stocks and it usually took about 2 quarters of earnings for a full recovery.
I wonder how much management attention the Optium merger took.... often head butting and cost cutting (cutting redundancy) can take more time and be more painful than expected so the first year after a big merger/acquisition is hard to predict.
By merging with Optium, Finisar added long-haul telecom and CATV products to their portfolio. Finisar is a vertically integrated “optics” company with low-cost manufacturing capabilities.
Given there was no growth in the market (telecom) for the company they acquired, cuts would be more painful and expensive than anticipated.
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